SBI Jobs

Job Description: Financial Planner

Location: Jafrabad East Delhi, Delhi

Company Overview: State Bank of India (SBI) is the largest public sector bank in India, providing a wide range of financial services to its customers. We are currently seeking a skilled and knowledgeable Financial Planner to join our team in Jafrabad East Delhi. As a Financial Planner at SBI, you will play a crucial role in helping individuals and businesses achieve their financial goals through effective financial planning and advisory services.

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Responsibilities:

Financial Analysis and Planning: Assess clients' financial situations by analyzing their income, expenses, assets, liabilities, and investment portfolios. Understand their short-term and long-term financial goals. Develop comprehensive financial plans that include budgeting, savings strategies, investment recommendations, and risk management.
Investment Advisory: Provide expert guidance and recommendations on investment options, including stocks, bonds, mutual funds, insurance products, and retirement plans. Evaluate risk tolerance, time horizons, and investment objectives to design personalized investment portfolios. Monitor investment performance and make adjustments as needed.
Retirement Planning: Assist clients in planning for their retirement by estimating their future income needs, identifying suitable retirement accounts, and optimizing retirement savings strategies. Educate clients on retirement planning options, such as individual retirement accounts (IRAs), 401(k) plans, and pension schemes.

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Skills and Qualifications:

Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field.
Certified Financial Planner (CFP) designation or other relevant certifications.
In-depth knowledge of financial planning principles, investment products, and tax regulations.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in a clear and understandable manner.
Proficiency in financial planning software and tools.
Ethical and professional conduct, with a focus on client confidentiality.
Ability to work independently and as part of a team.